FWIA
SJI

Fort Washington Investment Advisors’s South Jersey Industries, Inc. SJI Stock Holding History

Fort Washington Investment Advisors’s Portfolio SJI Stock Details SJI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-17,100
Closed -$364K – 527
2021
Q3 		$364K Buy
+17,100
New +$421K ﹤0.01% 439
2021
Q1 		– Sell
-12,871
Closed -$277K – 520
2020
Q4 		$277K Sell
12,871
-6,700
-34% -$145K ﹤0.01% 454
2020
Q3 		$377K Buy
19,571
+2,800
+17% +$62.7K ﹤0.01% 401
2020
Q2 		$419K Sell
16,771
-4,300
-20% -$113K ﹤0.01% 389
2020
Q1 		$527K Buy
21,071
+1,500
+8% +$44.3K 0.01% 325
2019
Q4 		$645K Buy
19,571
+600
+3% +$18.9K 0.01% 358
2019
Q3 		$624K Buy
18,971
+291
+2% +$9.5K 0.01% 370
2019
Q2 		$630K Sell
18,680
-2,800
-13% -$90.5K 0.01% 363
2019
Q1 		$689K Sell
21,480
-800
-4% -$24.2K 0.01% 357
2018
Q4 		$619K Buy
22,280
+4,930
+28% +$156K 0.01% 374
2018
Q3 		$612K Sell
17,350
-7,300
-30% -$248K 0.01% 400
2018
Q2 		$825K Sell
24,650
-6,000
-20% -$188K 0.01% 369
2018
Q1 		$863K Buy
30,650
+2,200
+8% +$61.8K 0.01% 379
2017
Q4 		$888K Buy
28,450
+8,500
+43% +$281K 0.01% 418
2017
Q3 		$689K Buy
19,950
+4,981
+33% +$173K 0.01% 357
2017
Q2 		$511K Buy
14,969
+3,400
+29% +$123K 0.01% 390
2017
Q1 		$412K Buy
11,569
+1,270
+12% +$42.6K 0.01% 407
2016
Q4 		$347K Sell
10,299
-7,451
-42% -$232K 0.01% 425
2016
Q3 		$525K Buy
17,750
+5,400
+44% +$165K 0.01% 340
2016
Q2 		$391K Buy
+12,350
New +$354K 0.01% 379

Other funds holding SJI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fort Washington Investment Advisors's SJI Position: Q4 2021 in Review

Fort Washington Investment Advisors sold out of South Jersey Industries, Inc. (SJI) in Q4 2021, closing a stake of 17,100 shares — an estimated $364K sold.

Fort Washington Investment Advisors first reported a position in SJI in Q2 2016 and held it in 20 quarters. The position peaked at $888K in Q4 2017. 250 funds tracked by Wall St. Rank hold SJI as of Q4 2021.

  • Fort Washington Investment Advisors reported no remaining South Jersey Industries, Inc. position as of Q4 2021 after selling out during the quarter.
  • Fort Washington Investment Advisors sold 17,100 South Jersey Industries, Inc. shares in Q4 2021, an estimated $364K.
  • Fort Washington Investment Advisors first reported a position in South Jersey Industries, Inc. in Q2 2016 and held it in 20 quarters.
  • Fort Washington Investment Advisors's South Jersey Industries, Inc. position peaked at $888K in Q4 2017.
  • 250 funds tracked by Wall St. Rank held South Jersey Industries, Inc. as of Q4 2021.

Based on Fort Washington Investment Advisors's 13F filing for Q4 2021, filed 7 Feb 2022.